Allowing Multiple Owners for a Record in Zoho Zoho has released the ability to have more than one owner of a record (up to three) within the CRM. The added users will be considered “co-owners”. The co-owners will have the ability to view and edit the related list of...
Maintain Your Data Better with Zoho Validation Rules Keeping up with the new automation features, Zoho announces the release of Validation Rules within CRM. The Validation Rules will allow control over the data kept in your CRM fields. For example; say your company...
Keeping Track of Records If you’re like us, you have thousands of contacts in your CRM, and not enough time or resources to keep track of all of them. Zoho’s new CRM update provides new filter tools – Touched Records, Untouched Records, Record Action, and...
Using Zoho’s Email Parser for Automated Data Entry In their latest update, Zoho came out with an Email Parser in order to automate adding a record’s information into Zoho CRM. The email parser has the ability to add a new record to any module within your CRM....
Monitoring Workflow Email Rates in Zoho Zoho CRM allows for Workflow creation, in which automated actions are taken based off of conditions of a record. These can include an email, task, or alert. For sending out automated emails, there has never been a way to track...
Zoho CRM Makes Data Easier to View and Change When it comes to your CRM, being able to see exactly what information you need at a glance is important. Views can often become cluttered with too much information, or not provide enough identifying details to know what...
